Smart investing doesn’t have to be complicated investing. Understanding strategies may help you avoid common pitfalls.Learn More
Where will your retirement money come from? A sound approach involves closely looking at potential retirement-income sources.Learn More
An effective estate can spell out your healthcare wishes and ensure they’re carried out – even if you are unable to communicate.Learn More
A sound insurance program can help protect your family from the financial consequences of unexpected events.Learn More
Creating and Maintaining Financial Balance
Financial balance is something everyone wants to achieve, but not everyone does. As it stands today, the financial world is quite complex and uncertain, which requires attention to detail, expert knowledge, and a bit of finesse to design a financial plan that can sustain the test of time. Our mission is to help our clients not only achieve financial balance, but also maintain it throughout their life.
Building sustainable wealth is both a science and an art, and at Strategic Wealth Design, we use a powerful process that takes both the emotional and mathematical sides of financial planning to create financial balance for our clients. Through working with us, our client’s experience being better organized, being well informed, achieving higher levels of savings and increased protection.
Your success is our passion - we wholeheartedly care for our clients to have the financial success that they want and rightfully deserve. Whether your goal is preparing for retirement, college savings, or executing an estate strategy, we can help!
We invite you to explore the website and learn more about us, but more importantly invite you to spend 30 minutes with us over the phone or in person to evaluate if we are a good fit for each other. We promise that it will be time well spent.Contact Us
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Father Knows Best
Financial behaviors you learned from dad may be influencing your own confidence in managing money.
Understanding how a stock works is key to understanding your investments.
Do your insurance needs stay the same when the nest empties?
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Talking about money isn’t as scary as it seems.
Millennials are redefining retirement planning.
Life insurance proceeds are generally tax-free. But not in all cases.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the financial impact of leasing versus buying an automobile.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
What is your plan for health care during retirement?
How will you weather the ups and downs of the business cycle?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.